Update shared on30 Aug 2025
Fair value Decreased 1.05%Coloplast’s consensus price target was modestly reduced to DKK718.06 as analysts weighed concerns about slowing revenue growth and margin pressure against stable demand in key product portfolios and longer-term benefits from innovation and expansion.
Analyst Commentary
- Bearish analysts cite concerns over slowing revenue growth and margin pressure, particularly in core European markets.
- Bullish analysts point to the resilience in Coloplast's ostomy and continence portfolios, which are showing stable demand patterns.
- Input cost inflation and supply chain headwinds are anticipated to weigh on near-term profitability, prompting downward revisions by some.
- Ongoing investments in product innovation and geographical expansion provide longer-term upside potential, supporting upward target adjustments.
- Mixed outlooks reflect uncertainty regarding the success of recent acquisitions and the pace of recovery in elective procedures.
What's in the News
- Coloplast is restructuring its Executive Leadership Team and business organization to support a new group strategy, consolidating via two units: Chronic Care and Acute Care.
- The Chronic Care Commercial business unit will encompass existing chronic care sales regions, relevant commercial functions, Atos Medical, and a dedicated R&D function to accelerate innovation.
- The Acute Care business unit will include Interventional Urology, Advanced Wound Dressings, and Kerecis, focusing on specialized, premium products for private clinics and hospitals.
- Coloplast reaffirmed FY 2024/25 guidance with expected organic growth of ~7% and an EBIT margin before special items of 27-28%.
Valuation Changes
Summary of Valuation Changes for Coloplast
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from DKK725.67 to DKK718.06.
- The Net Profit Margin for Coloplast remained effectively unchanged, moving only marginally from 21.53% to 21.30%.
- The Consensus Revenue Growth forecasts for Coloplast remained effectively unchanged, moving only marginally from 7.5% per annum to 7.4% per annum.
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